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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
701
Gallacher Capital Management
Colorado
$514K +$506K +3,541 New
CA
702
Calton & Associates
Florida
$512K +$504K +3,530 New
CIC
703
Carnegie Investment Counsel
Ohio
$511K – – –
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$508K -$19.3K -135 -4%
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$506K – – –
FPW
706
Flagship Private Wealth
Massachusetts
$505K – – –
IA
707
Insight Advisors
Pennsylvania
$504K -$14.3K -100 -3%
3LCM
708
3D/L Capital Management
Connecticut
$503K -$233K -1,631 -32%
SWM
709
SeaCrest Wealth Management
New York
$502K +$42K +294 +9%
VC
710
Veracity Capital
Georgia
$502K +$40.7K +285 +9%
TCA
711
Trifecta Capital Advisors
Illinois
$502K +$494K +3,458 New
WFAG
712
Worth Financial Advisory Group
North Carolina
$500K +$492K +3,449 New
FNBTCON
713
First National Bank & Trust Co of Newtown
Pennsylvania
$500K – – –
PWM
714
Pinnacle Wealth Management
California
$500K +$492K +3,444 New
RDFA
715
Ritter Daniher Financial Advisory
Ohio
$499K -$241K -1,686 -33%
NB
716
NBT Bank
New York
$499K +$491K +3,437 New
PL
717
Plancorp LLC
Missouri
$496K -$78.7K -551 -14%
KLI
718
Kelman-Lazarov Inc
Tennessee
$494K – – –
DFC
719
DBK Financial Counsel
Ohio
$493K – – –
FFA
720
First Foundation Advisors
California
$492K – – –
IIA
721
IPG Investment Advisors
California
$489K +$482K +3,374 New
PFG
722
Pinnacle Financial Group
Illinois
$488K +$8.14K +57 +2%
WTB
723
Washington Trust Bank
Washington
$488K +$59.5K +417 +14%
IWM
724
Iams Wealth Management
Nebraska
$488K +$480K +3,363 New
CGFA
725
Colton Groome Financial Advisors
North Carolina
$488K -$192K -1,345 -29%
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29
30 31